We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,055
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$5.19M
3 +$4.6M
4
PINS icon
Pinterest
PINS
+$3.53M
5
FSLY icon
Fastly Inc
FSLY
+$2.52M

Top Sells

1 +$5.87M
2 +$942K
3 +$869K
4
FAST icon
Fastenal
FAST
+$89.8K
5
VFC icon
VF Corp
VFC
+$35.5K

Sector Composition

1 Technology 6.37%
2 Healthcare 4.87%
3 Financials 3.56%
4 Industrials 2.73%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$4K ﹤0.01%
14
2277
$4K ﹤0.01%
282
2278
$4K ﹤0.01%
670
2279
$4K ﹤0.01%
50
2280
$4K ﹤0.01%
32
2281
$4K ﹤0.01%
171
2282
$4K ﹤0.01%
165
2283
$4K ﹤0.01%
105
2284
$4K ﹤0.01%
60
2285
$4K ﹤0.01%
168
2286
$4K ﹤0.01%
76
2287
$4K ﹤0.01%
102
2288
$4K ﹤0.01%
+57
2289
$4K ﹤0.01%
82
2290
$4K ﹤0.01%
33
2291
$4K ﹤0.01%
135
2292
$4K ﹤0.01%
36
2293
$4K ﹤0.01%
56
2294
$4K ﹤0.01%
81
2295
$4K ﹤0.01%
119
2296
$4K ﹤0.01%
40
2297
$4K ﹤0.01%
100
2298
$4K ﹤0.01%
263
2299
$4K ﹤0.01%
157
2300
$4K ﹤0.01%
+200